FOUR
Shift4 Payments Inc
Shift4 Payments Inc historical holders
total: 5
Durable Capital Partners Shift4 Payments Inc transactions over time
- Total transactions:
- 23
- New positions:
- 1
- Added:
- 14
- Reduced:
- 8
- Held since:
- 2020 Q2
- Held for:
- 24 quarters
- Latest activity:
- 2026 Q1
Henry Ellenbogen has been an institutional investor in Shift4 Payments Inc (FOUR) since 2020 Q2. According to 2026 Q1 report, Henry Ellenbogen holds 6,165,793 shares with a market value of roughly $269.63M representing 2.78% of their equity portfolio. The fund/company first acquired FOUR in 2020 Q2, initially purchasing about 1.33M shares. Since the initial investment, Durable Capital Partners has made 22 more transactions in this position.
Does Henry Ellenbogen still hold FOUR?
Yes, Henry Ellenbogen continues to hold Shift4 Payments Inc (FOUR). According to their 2026 Q1 report, they maintain a position of 6,165,793 shares valued at approximately $269.63M, representing 2.78% of their equity portfolio.
When did Henry Ellenbogen first invest in FOUR?
Henry Ellenbogen first invested in Shift4 Payments Inc (FOUR) in 2020 Q2 at the reported quarter-end price of $35.50 per share, acquiring 1,329,148 shares in their initial purchase.
What is Henry Ellenbogen's average cost basis for FOUR?
Based on historical transaction data, Henry Ellenbogen's estimated cost basis for Shift4 Payments Inc (FOUR) is approximately $61.34 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $61.34
- Weighted AVG sell price:
- $72.72
FOUR transactions history by Durable Capital Partners
23 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
2.78%
|
6,165,793
|
$43.73
|
$269,630,128
|
-6.68% (-441,176)
|
-0.18%
|
|
2025 Q4
|
3.94%
|
6,606,969
|
$62.97
|
$416,040,838
|
+17.43% (+980,485)
|
+0.58%
|
|
2025 Q3
|
3.23%
|
5,626,484
|
$77.40
|
$435,489,862
|
-15.59% (-1,038,959)
|
-0.61%
|
|
2025 Q2
|
5.00%
|
6,665,443
|
$99.11
|
$660,612,056
|
+12.60% (+745,650)
|
+0.56%
|
|
2025 Q1
|
4.32%
|
5,919,793
|
$81.71
|
$483,706,286
|
+15.38% (+788,952)
|
+0.58%
|
|
2024 Q4
|
4.34%
|
5,130,841
|
$103.78
|
$532,478,679
|
-15.90% (-970,122)
|
-0.74%
|
|
2024 Q3
|
3.95%
|
6,100,963
|
$88.60
|
$540,545,322
|
+22.78% (+1,132,008)
|
+0.73%
|
|
2024 Q2
|
2.99%
|
4,968,955
|
$73.35
|
$364,472,849
|
+4.20% (+200,148)
|
+0.12%
|
|
2023 Q4
|
2.80%
|
4,768,807
|
$74.34
|
$354,513,112
|
+14.43% (+601,419)
|
+0.35%
|
|
2023 Q3
|
2.11%
|
4,167,388
|
$55.37
|
$230,748,274
|
+12.86% (+474,794)
|
+0.24%
|
|
2023 Q2
|
2.20%
|
$67.91
|
-13.95% (-598,378)
|
|||
|
2023 Q1
|
3.05%
|
$75.80
|
-6.23% (-285,038)
|
|||
|
2022 Q4
|
2.66%
|
$55.93
|
+7.05% (+301,452)
|
|||
|
2022 Q3
|
2.10%
|
$44.61
|
+34.82% (+1,103,925)
|
|||
|
2022 Q2
|
1.20%
|
$33.06
|
+37.50% (+864,693)
|
|||
|
2022 Q1
|
1.25%
|
$61.93
|
+52.01% (+789,002)
|
|||
|
2021 Q4
|
0.69%
|
$57.93
|
-51.61% (-1,617,881)
|
|||
|
2021 Q3
|
1.84%
|
$77.52
|
+14.85% (+405,249)
|
|||
|
2021 Q2
|
1.89%
|
$93.72
|
-5.29% (-152,382)
|
|||
|
2021 Q1
|
2.00%
|
$82.01
|
-2.02% (-59,369)
|
|||
|
2020 Q4
|
1.97%
|
$75.40
|
+12.35% (+323,252)
|
|||
|
2020 Q3
|
1.39%
|
$48.36
|
+96.97% (+1,288,921)
|
|||
|
2020 Q2
|
0.59%
|
$35.50
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.